Mercer Global Advisors has acquired New Hampshire-based RIA Charter Oak Capital Management, an RIA with over $1.5 billion in assets under management, thus enhancing its presence in the New England region of the US. The acquisition not only strengthens Mercer Advisors’ location along the New Hampshire seacoast, but also increases its capability to serve clients in the surrounding states. Started in 2002, Charter Oak is famous for its whole-picture, client-centered approach, combining investment management with tax and estate planning for the achievement of long-term financial results.
Also Read: CAPX Transforms Middle-Market Lending with Competitive Credit Marketplace
“Charter Oak exemplifies the type of high-quality, fiduciary firm that strengthens our ability to serve clients and be deeply connected to their communities in meaningful ways,” said Dave Welling. The partnership enables Charter Oak clients to access Mercer’s broader family office capabilities while maintaining its personalized, relationship-driven model. “We always believed there was more we could do for our clients, but we knew we could reach that vision faster with the right partner,” said Jeff Troiano. The deal aligns with Mercer’s strategy of scaling through culturally aligned, growth-focused firms.
